See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,294 | $83,902-19.8% | $167,512-59.8% | $84,808-20.7% |
| Participation rate | 34.2% | 66.5%-32.3pp | 77.1%-42.8pp | 68.3%-34.1pp |
| Annual return | 20.08% | 91.55%-71.5pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $252 | $2,264-88.8% | $3,882-93.5% | $2,631-90.4% |
| Participant deferral / active EE | $2,471 | $4,442-44.4% | $6,405-61.4% | $4,212-41.3% |
| Admin fee / account holder | $1,857 | $7,915-76.5% | $9,769-81.0% | $7,344-74.7% |